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FWMIX vs MDLVX
FWMIX vs MDLVX Comparison
Open Charts FWMIX vs MDLVX
FWMIX vs MDLVX Comparison Chart in %
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FWMIX vs. MDLVX commentary
Sep 10, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FWMIX is a StrongBuy and MDLVX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. MDLVX (911M). FWMIX pays higher dividends than MDLVX: FWMIX (1.46) vs MDLVX (0.87). FWMIX was incepted earlier than MDLVX: FWMIX (10 years) vs MDLVX (27 years). MDLVX (0.96) is less costly to investors than FWMIX (0.26). MDLVX is a more actively managed with annual turnover of: 120.00 vs. FWMIX (32.00). MDLVX has a lower initial minimum investment than FWMIX: MDLVX (1000) vs FWMIX (1000000). MDLVX annual gain was more profitable for investors over the last year : 22.33 vs. FWMIX (4.40). FWMIX return over 5 years is better than : 27.83 vs. MDLVX (22.92).
| FWMIX | MDLVX | FWMIX / MDLVX | |
| Total Expense Ratio | 0.26 | 0.79 | 33% |
| Annual Report Gross Expense Ratio | 0.26 | 0.96 | 27% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 5.246 | 18.088 | 29% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 911M | 23,930% |
| Annual Yield % from dividends | 1.46 | 0.87 | 168% |
| Returns for 1 year | 4.40 | 22.33 | 20% |
| Returns for 3 years | 31.45 | 38.20 | 82% |
| Returns for 5 years | 27.83 | 22.92 | 121% |
| Returns for 10 years | N/A | 85.78 | - |
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